Engagio makes ABM happen
June 03, 2016

Engagio makes ABM happen

Paul Falworth | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Engagio (legacy)

Overall Satisfaction with Engagio

Engagio sits on top of Vera's Marketo and Salesforce implementation providing account-based (ABM) views for both sales and marketing. Engagio's heat maps allow Vera to understand from the account level down to both matched-leads and contacts engagement (by minutes), title groupings (C-Suite, VP, director, manager, IT, security) as well as individual prospect activities visualized by line charts, heat maps and logo'd icons. I've set up Engagio by sales development rep (SDR) and account executive (AE) views to allow them to take immediate sales action. I love Engagio's tight out-of-the-box integration with Marketo and SFDC with just an hour's setup. Wow!
  • Matching leads to accounts without converting them to a contact in SFDC
  • Visual representation of account views c.f. heat maps
  • Ease of implementation
  • Faster API updates
  • Additional help videos (which are very helpful to date)
  • Ability to click down from some charts to individual prospects
  • Better and more targeted account based marketing
Nothing out there that has similar functions